LIM

Loudon Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 12.76%
This Quarter Est. Return
1 Year Est. Return
+12.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$344K
3
+$330K
4
COP icon
ConocoPhillips
COP
+$203K
5
HRL icon
Hormel Foods
HRL
+$202K

Top Sells

1
+$1.08M
2
+$445K
3
+$166K
4
VLO icon
Valero Energy
VLO
+$164K
5
EXR icon
Extra Space Storage
EXR
+$148K

Sector Composition

1 Technology 20.07%
2 Industrials 17.44%
3 Healthcare 13.34%
4 Consumer Discretionary 9.81%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$346K 0.22%
18,649
-23,960
77
$340K 0.22%
3,987
+608
78
$330K 0.21%
+1,505
79
$324K 0.21%
2,374
-276
80
$316K 0.2%
3,610
-1,300
81
$303K 0.19%
3,191
82
$294K 0.19%
5,235
83
$285K 0.18%
2,022
-505
84
$258K 0.16%
4,223
85
$252K 0.16%
1,251
+262
86
$250K 0.16%
5,510
-480
87
$239K 0.15%
600
88
$203K 0.13%
+2,815
1 2 3
4